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Thursday 9 July 2026
Analysis: Sovereign AI is chipmaking's next growth driver — but not everyone gets a seat

Where will cloud AI's next wave of growth come from? Increasingly, the market is answering with two words: sovereign AI.

Thursday 9 July 2026
Nan Pao Resins posts June sales record on price hikes and early customer orders
Nan Pao Resins Chemical Group reported June revenue of NT$2.093 billion (US$65.27 million), up 12.8% from a year earlier and a record for the same month, as customers accelerated orders...
Thursday 9 July 2026
Univacco posts record revenue on card demand
Univacco Technology said its June revenue, second-quarter revenue and first-half revenue for 2026 all reached record highs for the same periods, driven by stronger orders from existing...
Thursday 9 July 2026
Yesiang expects foundry expansion to drive revenue growth in 2H26
Yesiang, a major supplier of advanced process micro-contamination control filters, said rising demand from a top foundry customer is supporting stronger sales as the customer expands...
Thursday 9 July 2026
Foxconn expands RBA audits as AI server demand drives global factory growth
Foxconn said it expanded third-party supply-chain audits in 2025 as demand for AI servers and advanced manufacturing increased across its global manufacturing network. By the end of...
Thursday 9 July 2026
Edom posts record first-half revenue on AI and networking demand
Edom Technology reported record first-half revenue for 2026, driven by rising demand for AI servers and networking equipment. The IC distributor said June consolidated revenue reached...
Thursday 9 July 2026
HHGalaxy to invest US$13.5 million in aCommerce to expand across Asia
HHGalaxy's planned investment in aCommerce underscores how Asia's e-commerce growth is reshaping opportunities for brands worldwide. As markets across Southeast Asia, Japan, and Taiwan...
Thursday 9 July 2026
Taiwan says 2025 power supply stayed ample as demand eased
Taiwan's Ministry of Economic Affairs said electricity supply remained ample in 2025 even as demand slipped slightly, reinforcing its message to the Legislative Yuan after Pegatron...
Thursday 9 July 2026
Taiwan says China's slow growth could become the new normal
Taiwan's Mainland Affairs Council told lawmakers on July 8 that China's 2026 15th Five-Year Plan is focused on expanding domestic demand and boosting consumption, but that deep structural...
Thursday 9 July 2026
BTL Group completes first HVDC power rack test as AI bookings extend to year-end
BTL Group said it completed testing certification in early July 2026 for a VR200 server power rack using HVDC 800V/1MW specifications, and will next move into rack-level testing for...
Thursday 9 July 2026
Arterytek posts record second-quarter revenue on stronger MCU demand
Arterytek, the microcontroller unit maker under Faraday Technology, said its unaudited June revenue rose to NT$370 million (US$11.53 million), up 20% from May and 114% from a year...
Thursday 9 July 2026
Chang Wah Technology posts record June and second quarter revenue on stronger demand
Chang Wah Technology Co. said its June and second quarter revenue both reached all-time highs in 2026, supported by rising demand from data centers, high-performance computing and...
Thursday 9 July 2026
Innodisk revenue surges on AI memory demand and price hikes
Industrial memory module maker Innodisk reported record June revenue of NT$8.208 billion in 2026, while first-half revenue climbed to about NT$35.626 billion. The gains reflected higher...
Thursday 9 July 2026
PLAUD rides AI hardware-subscription model to US$100 million ARR
Rapid advances in generative AI and AI agents are moving AI beyond software tools into everyday workflows, particularly in voice, meeting, and conversational applications, giving rise...
Thursday 9 July 2026
Macronix and Winbond post record June revenue as memory prices stay firm
Macronix and Winbond Electronics reported record consolidated revenue in June 2026 and for the second quarter of the year as memory chip demand and pricing strengthened. The Taiwanese...